Transform and grow
Acknowledgment to futures generations
Will the CIS work?
What does it take to be a long term player?
Is Neoen Australia outgrowing NEOEN?
Would NEOEN be better structured as a trust in Australia?
Approved wind farms. Source: Renewmap.com.au
Developoers with approved wind. Source: Renewmap
Solar Developers with approved projects. Source:Renew map
VRE under development. Source: Renewmap
CIS timetable. Source: Dept, ITK
1 REZ weights for highest Sharpe Ratio portfolio
2 REZ weights for lowest cost portfolio including transmission and firming
3 REZ weights for ITK preferred (lowest cost subject to Sharpe Ratio of 4)
Source:ITK
ITK preferred
Source: ITK
Transmission_build
Transmission cost. Source:various
Thermal v renewables. Source: NEM Review
Source: Renewmap.com.au
75% by 2030 Source:ITK
Under construcion. Source:Renewmap, AEMO
Property trusts, Transurban, Spark Infrastructure, Ausnet